Compare · 2 funds side by side · dividends reinvested

ABCS and SPYM

ABCSAlpha Blue Capital×SPYMSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,126SPYM · best of the two

02 / 04

ABCS and SPYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Alpha Blue Capital US Small-Mid Cap Dynamic ETFUS Stock Styles · Mid cap0.42%1.06%+21.8%+27.4%[…][…]−8.8%13.2%$14M1.3

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.01%+13.4%+13.5%+24.3%+12.6%−8.9%12.8%$182B1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: ABCS 2023 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

Alpha Blue Capital US Small-Mid Cap Dynamic ETF · $14M[…]

ABCS

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$18,126

$10,000 five years ago, dividends reinvested · they hold 3.3% in common

ABCSMeasureSPYM

+21.8%Year to dateJan 1 → Nov 4+13.4%

+27.4%1 yearTotal return+13.5%

[…]3 years · per year$10,000 became […] · $19,186+24.3%

[…]5 years · per year$10,000 became […] · $18,126+12.6%

0.42%Expense ratio$42 · $2 a year on $10k · lower is better0.02%

1.06%Trailing 12-mo yield$106 · $101 a year on $10k1.01%

−8.8%Worst dropSmaller is better−8.9%

13.2%VolatilityLower is calmer12.8%

ABCSSPYM Winner of the row, in its colourEach row: the bigger of the two fills its side

4–2ABCS wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

ABCS vs SPYM: Top 5 Holdings

Today

ABCS

30.2%in top 5

SPYM

in top 527.3%

ABCSStockSPYM

9.3%VBRnot top 5

9.1%VOEnot top 5

not top 5NVDA7.7%

not top 5AAPL7.4%

not top 5MSFT5.9%

5.0%VBnot top 5

4.7%VOnot top 5

not top 5AMZN3.8%

not top 5GOOGL2.5%

2.2%GPNnot top 5

Held in common3.3%

End-of-day Nov 4, 2026 · share of each fund

ABCS vs SPYM Returns, Every Period

Alpha Blue CapitalABCS

+27.4%

past year

SPYMSPDR

+13.5%

past year

ABCSSPYMFaded: behind in that period

2–0ABCS wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Stocks vs Core: ABCS vs SPYM

YTD

Alpha Blue CapitalABCS

+21.8%

SPYMSPDR

+13.4%

+21.8%Year to date+13.4%

−8.8%Worst drop · 1Y−8.9%

13.2%Volatility · 1Y12.8%

1.1%Yield1.0%

$13.6MAssets$182B

3–1ABCS wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ABCS, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

ABCS0.42%$42

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: ABCS, SPYM

1.06%highest, ABCS

FundTrailing yieldYield$10k

ABCS1.06%$106

SPYM1.01%$101

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$99most kept, SPYM

SPYM$101 − $2 = $99

ABCS$106 − $42 = $64

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: ABCS, SPYM

Today

3.3%most shared, ABCS and SPYM

ABCSSPYM

ABCS—3.3%

SPYM3.3%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+27.4%ABCS, at 13.2% volatility

SPYMWorst drop−8.9%12.8% vol

ABCSWorst drop−8.8%13.2% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

ABCSSPYM

+21.8%Year to date+13.4%

1.1%Yield1.0%

+27.4%Past year+13.5%

0.42%Fee0.02%

3–1ABCS wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026